# Acodei Documentation

> API documentation for My Platform

## Getting Started

- [What's Acodei?](/docs/what-is-acodei.md): Automate Stripe-to-QuickBooks syncing with Acodei. Manage multiple accounts, real-time data, and seamless financial workflows for businesses and accountants.

### Core Concepts

- [Basics Before Starting](/docs/basics-before-starting.md): Learn how Acodei’s test, live, and sandbox environments work, and connect Stripe and QuickBooks for seamless transaction syncing and testing.
- [About Account Mapping](/docs/account-mapping.md): Set up Account Mapping in Acodei to direct Stripe sales, refunds, fees, and payouts into the correct QuickBooks accounts for accurate reporting.
- [About Acodei's Features](/docs/about-acodeis-functions.md): Discover Acodei’s key features—real-time sync, fee management, class tracking, invoice sync, tax and more—to simplify Stripe–QuickBooks integration.

### Setup Testing

- [Test Environment](/docs/test-environment.md): Acodei is dedicated to delivering an exceptional user experience, offering a fully functional testing environment for users to explore and test its solution before moving to a live environment. With this testing environment, you can experience the platform's features and capabilities firsthand, allowing you to make informed decisions about adopting Acodei's solution.
- [Dashboard Modules](/docs/dashboard-modules.md): Explore Acodei’s Dashboard modules to manage Stripe–QuickBooks syncing, account mapping, data feeds, historical pulls, duplicates, and more.
- [Document Creation in QuickBooks](/docs/document-creation-by-acodei-in-quickbooks.md): Learn how Acodei syncs Stripe data to QuickBooks in real time or daily summaries. Compare setups for sales, refunds, payouts, fees, and invoices.

## Basic Functionality

- [Overview](/docs/overview-basic-functionalities.md): Learn Acodei’s basic functionalities to understand how the platform works and configure it for your business needs effectively.
- [Stripe Holding Account](/docs/stripe-holding-account.md): Learn whether to use Undeposited Funds or a custom asset account in QuickBooks for syncing Stripe balances with Acodei accurately.

### Basic Products

- [Fees](/docs/fees.md): Manage how Stripe fees sync to QuickBooks with Acodei. Choose to show fees on receipts, deposits, or as expenses for clear financial tracking.
- [Refunds](/docs/refunds.md): Track Stripe refunds in Acodei and QuickBooks. Learn how refunds sync, view them in the dashboard, and manage mapping for accurate reporting.
- [Sales](/docs/sales.md): Sync Stripe sales into QuickBooks with Acodei. Learn how sales are recorded, viewed, and tracked for accurate receipts and reporting.
- [Product Creation in QuickBooks](/docs/create-a-product-in-quickbooks.md): Learn how to create new QuickBooks products for use with Acodei to track sales, refunds, fees, and advanced mappings accurately.
- [Customer Data](/docs/customer-management.md): Sync customer data between Stripe and QuickBooks with Acodei. Ensure accurate, duplicate-free records through flexible customer management settings.

## Advanced Functionality

- [Overview](/docs/overview-advanced-functionalities.md): Discover Acodei’s advanced paid features, how to activate them, and choose the best configuration for your business needs.
- [Class Tracking](/docs/class-mapping.md): Acodei Class Tracking lets you add classes to QuickBooks sales receipts and invoices. Learn how to set up products and classes in QuickBooks with Acodei to map transactions accurately and track classe
- [Multiple Product Mapping](/docs/multiple-product-mapping.md): Use Acodei’s Multiple Product Mapping to sync Stripe sales, refunds, and fees into QuickBooks with rule-based mapping for products, tiers, and platforms.
- [Invoice Sync](/docs/invoices/.md): Enable Acodei’s Invoice Sync to connect Stripe invoices with QuickBooks. Manage AR, invoice flows, payments, numbering, and quantity tracking.
- [Stripe Tax](/docs/tax.md): Enable Stripe Tax in Acodei to sync tax amounts from Stripe to QuickBooks automatically for accurate sales tax tracking and reporting.
- [Adding Custom Features](/docs/adding-custom-features/.md): Learn about Acodei’s custom Stripe–QuickBooks integrations, pricing, and process for building tailored accounting automation solutions.
- [Daily Summary](/docs/daily-summary/.md): Use Acodei’s Daily Summary to sync Stripe data to QuickBooks efficiently. Ideal for high-volume businesses needing clear, consolidated reporting.
- [Managing Multiple Bank and Stripe Accounts](/docs/managing-multiple-bank-and-stripe-accounts.md): Manage multiple Stripe accounts in QuickBooks with Acodei. Set up holding and deposit accounts for accurate payouts, balances, and reporting.
- [Currency Conversion and Multicurrency](/docs/currency-conversion-and-multicurrency.md): Understand how Acodei’s multicurrency support keeps Stripe and QuickBooks Online in sync. Learn setup steps, key features, limitations, and best practices for managing exchange rates, customer records
- [Pull Historic Data](/docs/pull-historic-data/.md): Use Acodei to pull historical Stripe data into QuickBooks. Select time ranges, review costs, and sync past transactions with accuracy.
- [Discount/Coupon Tracking](/documentation/advanced-functionality/discountcoupon-tracking.md): Track Stripe discounts and coupons in QuickBooks with Acodei by mapping all discount amounts to a designated QuickBooks product for accurate reporting.
- [Shipping Cost Tracking](/documentation/advanced-functionality/shipping-cost-tracking.md): Track Stripe shipping costs in QuickBooks with Acodei by mapping shipping amounts to a designated product for accurate and consistent expense reporting.

### Balance Transactions

- [Stripe Capital](/docs/stripe-capital/.md): Learn how to set up Stripe Capital in Acodei by mapping financing transactions, managing liability accounts, and handling fee adjustments.
- [Stripe Climate](/docs/stripe-climate.md): Set up Stripe Climate in Acodei by mapping contributions, linking accounts, and syncing payouts to track your climate impact in QuickBooks.
- [Stripe Connect](/docs/stripe-connect.md): Learn how to set up and manage Stripe Connect in Acodei. Automate transfers, track payouts, and fix unsynced deposits so your marketplace or contractor payments sync seamlessly with QuickBooks.
- [Reserved Funds](/docs/reserved-funds.md): Track Stripe Reserved Funds in Acodei by mapping them to an asset account in QuickBooks for accurate balance and payout reconciliation.
- [Adjustments and Disputes](/docs/adjustments-and-disputes.md): Track Stripe disputes and adjustments in QuickBooks with Acodei by mapping them to refunds or a dedicated expense account.
- [Timing of Balance Transactions](/docs/timing-of-balance-transactions.md): Acodei lets you map uncommon Stripe transaction types—like Capital, Connect, Climate, Reserved Funds, and Adjustments—into QuickBooks. This guide explains how these are processed under Real-Time Sync 

## Account Management


### Billing

- [Acodei Detailed Pricing](/docs/acodei-detailed-pricing/.md): Compare Acodei pricing plans for syncing Stripe and QuickBooks. View monthly and annual options, features, limits, and historical data costs.
- [How Acodei Defines a Transaction](/docs/how-acodei-defines-a-transaction.md): See how Acodei counts transactions, including sales, refunds, payouts, and invoices—plus how uncommon mapping types are handled.
- [Bulk Resync Fees](/docs/bulk-resync-fees.md): Learn how Acodei handles and prices bulk resyncs for 100+ transactions, including tiered rates and when charges apply.
- [Accounting Support](/docs/accounting-support.md): Acodei offers optional accounting support at $150/hr for setup, reconciliations, bookkeeping, and tax prep assistance within the app.

### Subscription

- [How to Cancel your Acodei Subscription](/docs/how-to-cancel-your-acodei-subscription.md): Cancel your Acodei subscription anytime by disconnecting QuickBooks Online from the app. Stop syncing and end billing in just a few steps.
- [Acodei Refund Policy](/docs/acodeis-refund-policy.md): Learn Acodei’s refund policy, including when refunds are approved, deadlines to request, and steps to submit a refund request.
- [Data Privacy after Disconnection](/docs/data-privacy-after-disconnection.md): Learn how Acodei protects your data after QuickBooks disconnection, including deletion of connections, records, and billing info.

## Integrations

- [Thinkific](/docs/thinkific-integration.md): Sync Thinkific with QuickBooks via Acodei to automate sales, refunds, fees, and payouts—eliminating manual data entry and ensuring accuracy.
- [Kajabi](/docs/kajabi-integration.md): Sync Kajabi with QuickBooks using Acodei to automate sales, refunds, fees, and payouts for accurate, real-time accounting and reporting.

## Troubleshooting


### Account Setup And Configuration

- [How to Change or Transfer App Admin](/docs/how-to-change-or-transfer-app-admin.md): Learn how to transfer Acodei account ownership to a new admin email, manage billing access, and keep your account information current.
- [How to Add Authorized Users](/docs/how-to-add-authorized-users.md): Acodei paid plans support unlimited authorized users. Easily add or deactivate users through User Management for secure team access.
- [Connecting a Deposit Account](/docs/connecting-a-deposit-account.md): Learn how to connect and update your Stripe deposit account in Acodei to ensure accurate payouts and QuickBooks syncing.

### Stripe Payout Errors

- [Mismatch Caused by Missing Data](/docs/mismatch-caused-by-missing-data/.md): Learn how to fix payout mismatches in Acodei caused by missing data from previous dates and how to sync past transactions in QuickBooks.
- [Transaction Applied to Other Deposit](/docs/transaction-applied-to-other-deposit.md): Fix payout syncing issues in Acodei caused by mismatched sales receipts or deposits in QuickBooks and prevent future reconciliation errors.
- [Uncommon Transaction Mapping](/docs/uncommon-transaction-mapping.md): Resolve Stripe balance transaction errors in Acodei by mapping financing, transfers, contributions, and disputes to the right QuickBooks products.
- [Tax Applied - Product](/docs/tax-applied-product.md): Resolve payout syncing errors in Acodei caused by sales tax mismatches between Stripe and QuickBooks, with steps for US and non-US users.
- [VAT/GST for non-US Companies](/docs/vatgst-for-non-us-companies.md): Learn how Acodei supports VAT and GST tracking for non-US QuickBooks users and how to request advanced tax tracking features.
- [Interaction with Another Integration](/docs/interaction-with-another-integration.md): Fix payout syncing issues caused by other QuickBooks integrations modifying Acodei-generated documents like sales or refund receipts.
- [Manual Modification of a Document](/docs/manual-modification-of-a-document.md): Fix payout syncing errors in Acodei caused by manual edits to QuickBooks sales or refund receipts by resyncing documents in the Data Feed.
- [Pending Payment or ACH](/docs/pending-payment-or-ach.md): Stripe handles ACH payments differently than credit cards. With a credit card, payment succeeds or fails, and settlement into your balance happens instantaneously. Per the Stripe documentation, with ACH payment, we have to wait four days for success or failure to appear.
- [Payout in Progress](/docs/payout-in-progress.md): Although we constantly improve our app's functionality, sometimes a payout may get stuck "In Progress." If you see this on your data feed and it stays that way for more than an hour, please message our support team so we can take a look at the error.
- [No Deposit Account Assigned](/docs/no-deposit-account-assigned.md): You might encounter an issue if you've recently changed or removed the bank account where Stripe sends your payouts (usually a checking account).

### Integration Issues

- [Trouble Connecting My QuickBooks or Stripe Account](/docs/trouble-connecting-my-quickbooks-or-stripe-account.md): To connect a QuickBooks Online and a Stripe account to our app, you must have admin or developer-level access to both your QuickBooks and Stripe accounts.
- [Reauthorize QuickBooks Account](/docs/reauthorize-quickbooks-account.md): From time to time, Acodei may experience a disconnection from QuickBooks due to its lost authorization to connect via API. This issue is not unique to Acodei and is relatively common in API-based integrations. Fortunately, rectifying this problem involves a few straightforward steps that can quickly restore the connection.

### Data Management

- [Transactions Stuck In Progress](/docs/troubleshooting/transactions-stuck-in-progress.md): Normal Queue
- [Duplicate Data](/docs/duplicate-data.md): Use Acodei’s Duplicate Checker to find and remove duplicate sales receipts or documents created by QuickBooks API errors, keeping data clean.
- [Deleting Data](/docs/deleting-data.md): Delete Acodei-imported data from QuickBooks by selecting transactions in the Data Feed and removing them before disconnecting your account.
- [Matching Payouts to the Bank Feed](/docs/matching-payouts-to-the-bank-feed.md): After connecting your bank to QuickBooks Online, you'll observe bank data imported directly or receive periodic CSV imports containing your bank transactions. Whenever a Stripe Payout is initiated, you'll notice it reflected in your bank feed.

### Balance Reconciliation

- [Reconciliation of an Asset Account](/docs/reconciliation-of-an-asset-account.md): In this article, we explain how to reconcile your Stripe Balance, assuming you are using a Stripe Holding Account that is not Undeposited Funds. For advice on reconciling Undeposited Funds, please visit Reconciliation of Undeposited Funds
- [Reconciliation of Undeposited Funds](/docs/reconciliation-of-undeposited-funds.md): Reconciliation of Undeposited Funds (UF)
- [Reconciling the Stripe 1099-K with QuickBooks](/docs/reconciling-the-stripe-1099-k-with-quickbooks.md): The Stripe 1099-K operates on erroneous logic, which places the time of a sale at the time the sale is available for withdrawal rather than the actual sale.
- [Revenue Recognition](/docs/revenue-recognition.md): If you want to run accrual accounting treatment from Stripe to QuickBooks, Acodei currently has limited functionality to help.

## Other Pages

- /
- /Homepage/
- /docs/about-acodeis-functions/
- /docs/account-mapping/
- /docs/accounting-support/
- /docs/acodeis-refund-policy/
- /docs/adjustments-and-disputes/
- /docs/basic-products/
- /docs/basics-before-starting/
- /docs/billing/
- /docs/bulk-resync-fees/
- /docs/class-mapping/
- /docs/connecting-a-deposit-account/
- /docs/create-a-product-in-quickbooks/
- /docs/currency-conversion-and-multicurrency/
- /docs/customer-management/
- /docs/dashboard-modules/
- /docs/data-privacy-after-disconnection/
- /docs/deleting-data/
- /docs/document-creation-by-acodei-in-quickbooks/
- /docs/duplicate-data/
- /docs/fees/
- /docs/first-steps/
- /docs/how-acodei-defines-a-transaction/
- /docs/how-to-add-authorized-users/
- /docs/how-to-cancel-your-acodei-subscription/
- /docs/how-to-change-or-transfer-app-admin/
- /docs/interaction-with-another-integration/
- /docs/kajabi-integration/
- /docs/managing-multiple-bank-and-stripe-accounts/
- /docs/manual-modification-of-a-document/
- /docs/matching-payouts-to-the-bank-feed/
- /docs/multiple-product-mapping/
- /docs/no-deposit-account-assigned/
- /docs/overview-advanced-functionalities/
- /docs/overview-basic-functionalities/
- /docs/payout-in-progress/
- /docs/pending-payment-or-ach/
- /docs/reauthorize-quickbooks-account/
- /docs/reconciliation-of-an-asset-account/
- /docs/reconciliation-of-undeposited-funds/
- /docs/reconciling-the-stripe-1099-k-with-quickbooks/
- /docs/refunds/
- /docs/reserved-funds/
- /docs/revenue-recognition/
- /docs/sales/
- /docs/stripe-climate/
- /docs/stripe-connect/
- /docs/stripe-holding-account/
- /docs/stripe-payouts-not-syncing-and-mismatches/
- /docs/tax-applied-product/
- /docs/tax/
- /docs/test-environment/
- /docs/thinkific-integration/
- /docs/timing-of-balance-transactions/
- /docs/transaction-applied-to-other-deposit/
- /docs/trouble-connecting-my-quickbooks-or-stripe-account/
- /docs/troubleshooting/transactions-stuck-in-progress/
- /docs/uncommon-transaction-mapping/
- /docs/vatgst-for-non-us-companies/
- /docs/what-is-acodei/
- /documentation/advanced-functionality/discountcoupon-tracking/
- /documentation/advanced-functionality/shipping-cost-tracking/
- /search/